The automations engine: Google Sheet → filters → action

📍 Where to find it: Reach your customers → Data sync → "Google Sheet" card

In addition to Flows, Madyis Hub offers a simple "when this happens → do that" automations engine: it reads a Google Sheet (or reacts to an event from your CRM), filters the rows according to your criteria, then runs an action on each new row — no code, no external app.

How it works

Madyis Hub re-reads the source (a Google Sheet published as CSV) every few minutes, ignores rows already processed (anti-duplicate by key column), applies your filters, then runs the chosen action on each new matching row: send an approved WhatsApp template, send an email, call a webhook, or simply create the tagged contact in the CRM. WhatsApp sends are guaranteed "at most once" (never twice to the same number). A "Test" button shows a preview without sending anything, and each run records its status (never a silent failure).

Step by step

1. Open Reach your customers → Data sync.
2. Choose the "Google Sheet" card (or the CRM event trigger).
3. Paste the CSV link of your Google Sheet (File → Publish to the web → CSV).
4. Specify the anti-duplicate column (phone or email).
5. Add your filters (act only on certain rows).
6. Choose the action: WhatsApp template, email, webhook, or CRM only.
7. Click "Test" to preview, then activate.

Good to know

• For a multi-step journey (wait, follow up, branch), use Flows instead: this engine does a single action per row.
• The WhatsApp template must be approved by Meta and include an image header if required, otherwise the send fails silently on Meta's side.
• This feature is reserved for paid plans (Pro).